Mercer Asset Management
Call now
Call now
Website
Call
We appreciate you considering us for your financial planning and portfolio management needs. Our firm was created to assist individuals of all income levels who desire the finest financial advice using a "fee-only" payment structure. We provide the knowledge, framework and guidance for our clients to balance their future, long-term financial goals while living for today.

Our success is driven and measured by how much we are able to assist clients in reaching their long-term goals, while enjoying life today to the fullest. With our fee-only compensation structure, the interests of Mercer Asset Management are always aligned with our client's interests. As an independent planner we work solely for our clients, and do not receive compensation from selling any products associated with third parties.
Services
Mercer Asset Management, Inc. is an independent financial planning and asset management company. This fee-only financial advisory company was created to offer clients the peace of mind knowing that recommendations on their behalf are made keeping their interests first. Making sound financial decisions is the result of asking a lot of questions, detailed research and extensive analysis of options.
Mercer Asset Management, Inc. ("Mercer") is a registered investment advisory firm in the state of Washington and California, located on Bainbridge Island, Washington. Mercer and its representatives are in compliance with current registration and/or filing notice requirements imposed upon Washington State and California State Registered Investment Advisors.
Reviews (1)
Engjellushe Kociaj
Engjellushe Kociaj
Oct 16, 2021
Report
I just finished a project with Dave Mercer for a mutual client. His excellent and diligent communication made my job as Tax Pro easy. Thank you Dave for helping or client in a very difficult time of her life.
Lucy